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BTG Pactual · 1 month ago

Wealth Management Relationship Manager Assistant - Miami

Miami, Florida, United States

Full-time

Onsite

Mid Level

4+ years exp

BTG Pactual is a distinguished international financial services firm headquartered in Brazil, and they are seeking a talented Relationship Manager Assistant to join their team based in Miami, FL. The role involves supporting relationship managers and assisting with various tasks to ensure seamless client service and operational efficiency.

Asset ManagementBankingFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Collaborating with clients, RR's (registered representatives), counterparties, and back office teams both locally and internationally to address and resolve any outstanding issues promptly

Leveraging your four or more years of experience in the financial industry to contribute valuable insights and perspectives to our team

Demonstrating high qualitative and analytical abilities to assess complex financial situations and make informed decisions

Utilizing your superior interpersonal skills to build and maintain strong relationships with clients and stakeholders

Applying strong prioritization and organizational skills to manage multiple tasks and meet deadlines effectively

Utilizing your fluent English and Spanish language skills (knowledge of Portuguese is a plus) to communicate with clients and teams from diverse backgrounds

Qualification

Financial Market ExpertiseAccount OpeningOffshore Investment VehiclesMultilingual ProficiencyTechnical SkillsPrioritizationOrganizationQualitativeAnalytical SkillsFinancial Industry ExperienceInterpersonal Skills

Required

A bachelor's degree in Economics, Business Administration, or Engineering

Financial Market Expertise: Profound knowledge of financial market products and regulations, with a focus on the US and Latam regions

Account Opening: Familiarity with the account opening process in a US Broker Dealer and in Latam domestic markets, particularly in Chile, Peru, and Colombia

Latam Investment Preferences: Understanding the investment preferences of Latin American investors

Offshore Investment Vehicles: Knowledge of how to structure, open, and maintain offshore investment vehicles to cater to the specific needs of Latam clients

Technical Skills: Advanced proficiency in Excel and PowerPoint

Regulatory Examinations: Mandatory SIE and Series 7. Series 63 must be taken within 90 days of hire:

Languages: Spanish (fluent), Portuguese (desirable)